Family Office - Head of Finance & Accounting

Head of Accounting and Finance | Family Office

Location: New York City | Hybrid (4 days onsite)

Total Compensation : Targeting $600,000 all-in (Base + Bonus), commensurate with experience, qualifications, and leadership background.

Highly Confidential Executive Search

The Opportunity

We are seeking an exceptional senior Accounting & Finance executive for a highly confidential leadership opportunity within a sophisticated, growth-oriented Family Office.

This is a unique opportunity for a strategic finance leader and true builder to take ownership of an evolving finance function, establish best-in-class infrastructure, and play a pivotal role in the organization's long-term growth.

The ideal candidate is someone who has successfully built, transformed, and scaled finance functions and is energized by the opportunity to do so again. This role offers significant autonomy, direct exposure to senior leadership, and the ability to make a lasting impact on a growing organization.

Key Responsibilities

Strategic Finance & Executive Leadership

• Serve as the senior finance leader and trusted advisor to executive leadership and key stakeholders.
• Lead strategic financial planning, budgeting, forecasting, cash flow management, and liquidity planning.
• Oversee complex financial transactions, financing arrangements, and special projects.
• Provide strategic financial insights to support long-term planning and decision-making.

Building & Scaling the Finance Function

• Lead the development and expansion of the accounting and finance function, including organizational structure, hiring, and team development.
• Design and implement scalable financial processes, internal controls, and reporting frameworks.
• Build a high-performing team capable of supporting significant organizational growth.
• Establish the infrastructure necessary to transition from a primarily operational finance function to a proactive, strategic business partner.

Accounting, Reporting & Operations

• Oversee financial reporting, accounting operations, and cash management across multiple entities.
• Establish sophisticated reporting capabilities to provide transparency and actionable financial insights.
• Ensure the accuracy, integrity, and timeliness of financial information.
• Partner with external tax, legal, and financial advisors on complex matters.

Technology & Process Transformation

• Lead finance systems selection, implementation, and optimization.
• Identify opportunities to leverage automation, AI, and emerging technologies to improve efficiency and scalability.
• Establish best practices that support operational excellence and long-term growth.

Ideal Candidate Profile

• 12–18+ years of progressive Accounting & Finance experience , including significant senior leadership responsibility.
• CPA strongly preferred.
• Experience serving as a CFO, Head of Finance, Managing Director, or equivalent senior finance leader.
• Demonstrated track record of building and scaling finance functions , including developing teams, implementing systems, and improving financial infrastructure.
• Strong technical accounting foundation combined with strategic finance, financial planning, and transaction experience.
• Family Office or Multi-Family Office experience highly preferred; exceptional candidates from investment management, financial services, or other complex financial environments will also be considered.
• Experience overseeing complex multi-entity financial reporting and operations.
• Exceptional communication skills, executive presence, and ability to work closely with senior stakeholders.
• High degree of professionalism, discretion, and sound judgment.

Why This Opportunity?

• Build Something Meaningful: Shape the finance function rather than simply inherit an established structure.
• Significant Growth Potential: Join an organization positioned for substantial expansion, with the opportunity to grow your team and responsibilities.
• Executive-Level Influence: Work directly with senior decision-makers and play a meaningful role in shaping financial strategy.
• Autonomy & Ownership: Drive initiatives, implement your vision, and establish the infrastructure for long-term success.
• Long-Term Leadership Opportunity: Make a lasting impact in a sophisticated, relationship-driven financial environment.

Confidentiality

This search is being conducted with the highest level of discretion. Additional information regarding the organization, compensation, and opportunity will be shared directly with qualified candidates.

We welcome confidential conversations with accomplished finance leaders who are passionate about building, leading, and scaling high-performing organizations.